ISHARES TR's ticker is IYG and the CUSIP is 464287770. A total of 231 filers reported holding ISHARES TR in Q2 2021. The put-call ratio across all filers is 0.37 and the average weighting 0.3%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $149,846 | -17.7% | 969 | -16.0% | 0.01% | -12.5% |
| Q2 2023 | $182,155 | -24.0% | 1,153 | -27.3% | 0.02% | -27.3% |
| Q1 2023 | $239,602 | -4.1% | 1,587 | +0.1% | 0.02% | -12.0% |
| Q4 2022 | $249,848 | -34.3% | 1,586 | -41.1% | 0.02% | -34.2% |
| Q3 2022 | $380,000 | +11.1% | 2,692 | +16.8% | 0.04% | +11.8% |
| Q2 2022 | $342,000 | -19.3% | 2,304 | -2.1% | 0.03% | +30.8% |
| Q1 2022 | $424,000 | -10.5% | 2,353 | -4.2% | 0.03% | -10.3% |
| Q4 2021 | $474,000 | +26.4% | 2,457 | +23.2% | 0.03% | +11.5% |
| Q3 2021 | $375,000 | +12400.0% | 1,994 | +12362.5% | 0.03% | – |
| Q2 2021 | $3,000 | 0.0% | 16 | 0.0% | 0.00% | – |
| Q1 2021 | $3,000 | -89.3% | 16 | -91.4% | 0.00% | -100.0% |
| Q4 2020 | $28,000 | -97.2% | 187 | -97.7% | 0.00% | -97.7% |
| Q3 2020 | $1,006,000 | +12.3% | 8,244 | +9.9% | 0.09% | +19.4% |
| Q2 2020 | $896,000 | – | 7,501 | – | 0.07% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Wealthgate Family Office, LLC | 21,952 | $3,313,940 | 9.53% |
| Kozak & Associates, Inc. | 65,014 | $9,814,483 | 4.41% |
| VALLEY FINANCIAL MANAGEMENT, INC. | 37,383 | $5,643,338 | 3.49% |
| SAM Advisors, LLC | 38,816 | $5,859,663 | 2.63% |
| Snider Financial Group | 30,327 | $4,578,226 | 2.44% |
| RiverFront Investment Group, LLC | 439,196 | $66,301,152 | 2.34% |
| ARKANSAS FINANCIAL GROUP, INC. | 45,791 | $6,912,628 | 1.44% |
| Financial Freedom, LLC | 12,171 | $1,837,361 | 1.34% |
| Vahanian & Associates Financial Planning Inc. | 3,095 | $467,221 | 1.30% |
| Quantitative Advantage, LLC | 58,787 | $8,874,441 | 1.29% |